Time

Title

Description

8:30 AM - 9:00 AM

Welcome and Setup

Settle in, get your space organized and complete your pre-workshop checklist.

9:00 AM - 9:15 AM

Getting Started

We'll start the day with an overview of the agenda, discuss the learning outcomes and explore the basics of the Power Platform and the common terminology used in the workshop.

9:15 AM - 9:30 AM

Tutorial: The Basics of Power BI

Learn from Blackbaud and Microsoft experts on the core Power BI capabilities and concepts you will need to put into practice when you build your first fundraising dashboard.  We will highlight upcoming and preview features during the demo.

9:30 AM - 10:00 AM

Intro to Lab 1a: Build a Fundraising Report

We will discuss the methodology used to build the fundraising report and review the basics of data modeling and exploration.

10:00 AM - 10:20 AM

BREAK

 

10:20 AM - 11:50 AM

Lab 1b: Build a Fundraising Report

Build a simple report based on a CSV file data set. Learn methods to access, clean and mash-up data. Then add more sophisticated visuals and features into your report.

11:50 PM - 1:10 PM

LUNCH BREAK

 

1:10 PM - 2:40 PM

Lab 2: Connect Blackbaud Data to Power BI

Connect your Blackbaud data directly to Power BI leveraging Microsoft Power Automate the newly released Query API. Learn how to keep your data up to date with frequent refreshes.

2:40 PM - 3:00 PM

BREAK

 

3:00 PM - 3:30 PM

Lab 3: Embedding Power BI in your Blackbaud Solution with SKY Add-ins

Now it's time to get your report to your fundraisers right inside Raiser's Edge NXT. Learn the SKY Developer tools you'll need to create and connect apps to your Blackbaud solution and best practices for embedding them for your users.

3:30 PM - 4:00 PM

Your Power BI Action Plan

Review next steps for taking your new fundraising dashboard into production at your organization. From licensing to architecture to gathering feedback from end-users and available training resources, you'll have a plan to accelerate your success.

4:00 PM - 4:30 PM

Open Q&A Time

The team of experts will stick around to answer any questions you may have!

Time Zone: (UTC-07:00) Pacific Daylight Time (US & Canada)